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What Makes Us Different? Traditional Values

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What Makes Us Different? Traditional Values What makes us different? Traditional Values • Established in 1935, now a top 50 UK independent practice, with a focus on client value for money. • Large firm expertise, with a personal, plain speaking, efficient and practical approach. • All your enquiries handled promptly by your dedicated, local team. • Easily accessible service, reducing unnecessary cost. • Our good people (and clients) rarely leave. I am delighted with the relationship, no matter how big or small, simple or • Many extra areas we can help you with. complex the query is, I know I’ll receive a qualified, no nonsense answer. Grimsby Fish Merchants Association Progressive Thought • Forward thinking – not just the ‘here and now’ issues. • Get to know your organisation so we can bring relevant issues to the discussion table, at the right time. • No annoying ancillary charges for the main service - includes unlimited telephone and email support for all routine enquiries. Forrester Boyd have always provided us with an efficient and informed service. They understand the idiosyncrasies • Regular discussions and pro-active advice around areas of change of our business and have been an important part of our that are relevant to you. development. That’s why they have remained our auditors since we started 18 years ago.” • FB Digital, our fully supported cloud based accounting solution Lincs FM Group Limited around Xero and Quickbooks, see www.fb-digital.co.uk BIG FIRM CAPABILITY delivered with local knowledge and personal involvement Forrester Boyd is the largest independent chartered accountancy practice based wholly within the Humber region and Northern Lincolnshire, with ongoing growth became 41st largest according to Accountancy Age’s top 50 UK firms in 2017. In 2016, the firm achieved national recognition by winning the prestigious Practice Excellence award for Large Practice of the Year. Introducing colleagues assisting new clients For more info see http://www.forrester-boyd.co.uk/about-forrester-boyd/meet-the-team/ Mike Beckett David Everatt Peter Fearn Kevin Hopper Paul Tofton Lee Bradbury Alan Nesbitt Philip George Neil Williams Supported by our specialists For more info see http://www.forrester-boyd.co.uk/about-forrester-boyd/meet-the-team/ Paul Chappell Maggie Casey Senior Tax Investigations Manager Private Client Tax Manager Forrester Boyd Forrester Boyd Joe Rogers Tom Evans Chartered Financial Planner Chartered Financial Planner FB Wealth Management Limited FB Wealth Management Limited “We moved across to Forrester Boyd in 2011 from a large national audit firm and I have to say that I am glad we did. The process to change was very straight forward and didn’t involve much of my time at all, which has seen the audit and tax matters dealt with very promptly and efficiently. They have taken the time to understand our business and in summary the service provided by the partner and his team is always prompt, professional and efficient.” Mike Winter, FD, Tapco Europe Ltd The Complete package for you - and your business One of the benefits of being a larger practice is not only our depth of technical expertise, but also the breadth of services we can provide. We have built our business so we can provide all the services you and your business may need. We know that specialists are needed, especially in areas such as corporate finance, wealth management, tax and payroll, but you don’t need to leave the Forrester Boyd family to access these services as and when you need them. * At Forrester Boyd we don’t just offer accountancy services, we can advise on all aspects of your business and individual finances *The Financial Services element of such activities will be carried out by FB Wealth Management Limited. FB Wealth Management Limited is authorised and regulated by the Financial Conduct Authority The Financial Conduct Authority does not regulate advice on trusts, taxation or Will writing services. Lets look at the business side of things first Forrester Boyd – client profile • Your team would be specialists in businesses like your own and based locally enabling delivery of an efficient but personal 1 to 1 service. • Ranges from individuals and owner managed, family businesses to group companies of large entities. • We have a good relationship with and actively work with the ‘Big 4’ and manage the UK audits of foreign owned subsidiaries, audited by them. “Forrester Boyd have been instrumental in • We have dedicated specialists covering many helping me grow my business. Their team sectors that call for a greater understanding of client are very professional, giving sharp, sound, solid advice whilst maintaining a friendly issues. uncomplicated approach.” County Turf Ltd And also the needs of key stakeholders in the business * *The Financial Services element of such activities will be carried out by FB Wealth Management Limited. FB Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate advice on trusts, taxation or Will writing services. Forrester Boyd – strong in tax • Dedicated team to support partners. • Corporate tax specialists. • Complete tax planning service. • Advising directors and shareholders. • Value added tax expertise. • Annual investment allowance, R&D tax credits and patent boxes. • Bespoke Tax Investigation Protection via our ex-HMRC Inspector. • Proactive on legislative change. • Continually seeking to save tax. You can trust us to provide the specialist expertise when you need it most Forrester Boyd–corporate finance • Dedicated team. • Mergers and acquisitions. • Management buy ins and buyouts. • Business valuations and due diligence. • Raising finance and Banking Specialist. • Profitability and performance analysis. • Exit planning, grooming for succession and disposals. “The net result was a smooth sale, according to the timetable, and a price in excess of our initial expectations. Thank you for a job well done.” P Brown, Hammond & Brown Ltd FB Wealth Management Ltd* The right financial advice helps you achieve your financial goals and makes your money work harder. By being Independent, our IFA business works unrestrictedly for you. • Pension scheme advice & management services: – Group personal pension and Workplace Pension schemes • Savings and Investments, corporate and personal • Business owner and key person Protection • Wealth preservation and later life planning • Commercial insurance services • Service dovetails with tax planning We would have no hesitation in • www.fbwealth.co.uk recommending Forrester Boyd to other possible clients for the provision of Pension Fund • *FB Wealth Management Limited is authorised and regulated by the Financial Conduct Authority Support – M Fish, Whitaker Holdings Dataplan Payroll Ltd and HR support Our National award winning Payroll Bureau with a team of 99 staff based in Grimsby: • Fully managed payroll service provider. • Complete bureau service. • Expert PAYE knowledge. • Innovative E-payslip service. • Awarded CIPP ‘Payroll Provider of the Year’ 2013. • www.dataplanpayroll.co.uk We also offer HR support covering most areas of HR, via our HR team, led by an experienced and fully qualified CIPD professional: • Financial recruitment. We process over £1 billion in • Contracts of employment. payroll wages every year Summary of what we offer • Commitment to long term working relationships. • Dedicated, local specialists. • Competitive, transparent pricing. • Wide range of services. • Pro-active, client service focus. • Strong in tax. • Access to national and international specialists And finally about us Forrester Boyd is a partnership in every sense. Formed in In 2013, we expanded further into East Yorkshire, acquiring a 1935 with the merger of two North Lincolnshire partnerships, well-established Beverley-based accountancy firm. Trading our 11 Partners and 250 employees are proud to live by the as a separate legal entity, Forrester Boyd Robson Ltd same values and high standards of service today. It’s simple provides clients with the full range of accounting, tax and really. Our entire ethos is based on providing the support that financial services. clients want and need; delivered by down-to-earth people that work hard, look beyond the obvious and deliver on time and Forrester Boyd is a participant of Praxity. Praxity is the to budget. largest accounting alliance globally and is amongst the top 10 global Accounting Associations. www.praxity.com Over the years we’ve formed other firms and established new services that add value to our local and national client base Presented by Paul Gray, and mirror our culture. Head of Business Development t: 07908 498344 e: [email protected] Kingfisher Court 26 South Saint Mary’s Gate Waynflete House 66-68 Oswald Road 47 Algitha Road Plaxton Bridge Road Grimsby 139 Eastgate Scunthorpe Skegness Woodmansey DN31 1LW Louth DN15 7PG PE25 2AJ Beverley LN11 9QQ HU17 0RT T: 01482 889400 T: 01472 350601 T: 01507 606111 T: 01724 863105 T: 01754 761777 Forrester Boyd is a partnership operated from the Forrester Boyd Robson is a trading name of offices listed above. Forrester Boyd Robson Limited, a company incorporated in England & Wales with company number 08370127 and registered office at Kingfisher Court, Plaxton Bridge Road, For up to date accountancy, www.forrester-boyd.co.uk Woodmansey, Beverley, HU17 0RT tax data and much more www.fb-digital.co.uk download our FREE APP.
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